HNW Trusts and Estates Specialist

16 hours ago


Bristol, Bristol, United Kingdom Howells Consulting Ltd Full time

Wealth Planning Opportunity:

Join Howells Consulting Ltd's dynamic team as a HNW Trusts and Estates Specialist. In this critical role, you will be responsible for overseeing an impressive portfolio of high-value trust clients, guaranteeing timely compliance and expert guidance on complex planning projects.

Your expertise will focus on supervising junior advisers, reviewing intricate trust accounts, administering ongoing client matters, and fostering vital relationships with key stakeholders.

This challenging yet rewarding position is perfect for a dedicated professional aiming to advance their career in wealth planning, with progression opportunities available up to Senior Manager level.

Estimated Salary: £90,000 per annum



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